Search Callingly leads from submitted criteria
Find related records without switching between your form and calling tools.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Teams lose time checking whether a new submission matches an existing lead.
- Supports duplicate checks
- Finds related records quickly
- Reduces tool switching
Setup
Build it in a few focused steps.
- 1Connect Typeform and Callingly in Notis once.
- 2Create an automation describing the lead search.
- 3Tell Notis to list Callingly leads matching the phone or other criteria in each new response and report likely matches.
- 4Pick New Form Response and a report channel.
- 5Test with a response that should match an existing lead.
Questions about this workflow
Can this prevent duplicate records?
It can identify likely matches for review; creation or updates require a separate action.
Which filters can I request?
Use filters supported by Callingly, such as date range or phone number.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Callingly. A trigger fires from one place; an action lands in another.
Typeform triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
New Form Response
Triggers when a respondent completes and submits the form.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Typeform and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Callingly.